by Joe Lind | Apr 1, 2025 | Investing
One of the biggest frustrations we hear from couples? “Our old advisor only talked to one of us.” Maybe they focused on whoever set up the meeting. Maybe they assumed one spouse handled all the finances. Either way, the message was clear: One of you matters more than...
by Joe Lind | Mar 29, 2025 | Uncategorized
Community, like family, is important to us. On Friday, Dinergy donated pillows to Emery Federal Credit Unions “Pillow Fight” in Support of National Sleep Awareness Month. The donations will provide clean, comfortable bedding for displaced families in the Cincinnati...
by Joe Lind | Mar 27, 2025 | Financial Preparedness
Investing in a down market feels like forcing yourself to hit the gym on a freezing morning. You don’t want to do it. It’s uncomfortable. But those tough workouts? They’re the ones that make all the difference. The same goes for investing when the market is shaky....
by Joe Lind | Mar 25, 2025 | Investing
At Dinergy Wealth Management, we like to do things a little differently. When we say Growth…Done Differently, we’re not just throwing around a catchy phrase—we actually mean it. For starters, we don’t believe in cookie-cutter financial plans. Your life isn’t...
by Joe Lind | Mar 20, 2025 | Retirement
One of the most common questions we get is, “When can I retire?” The honest answer? It depends. Not on some generic formula, not on an arbitrary number in an algorithm—but on your vision for retirement. Most advisors will run your assets through software, get a...
by Joe Lind | Mar 17, 2025 | Investing
Every day, financial headlines scream for attention—”Stocks Plummet Over Fed Decision!” or “Market Surges on Job Report!” But let’s be honest: most of the time, we don’t actually know if the event in the headline caused the market move. Markets...
by Joe Lind | Mar 12, 2025 | Financial Preparedness
Organizing your financial life begins with getting your records in order. But managing the constant flow of new documents, while also retaining the old, can feel overwhelming. Left unattended, pay stubs, financial statements and tax forms can quickly pile up. Here’s...
by Joe Lind | Mar 11, 2025 | Investing
March Madness is here—the time of year when brackets get busted, Cinderella stories unfold, and emotions run high. But while the chaos is thrilling on the court, it’s the last thing you want in your investment portfolio. Just like in basketball, investors fall victim...
by Joe Lind | Mar 6, 2025 | Investing
March Madness is full of surprises. Every year, we see overconfident fans (and analysts) predict a flawless bracket—only to watch a Cinderella team bust it wide open. The same thing happens in investing. Overconfidence bias makes us believe we can predict market...
by Joe Lind | Mar 4, 2025 | Uncategorized
Most of us know Joe Lind as our CEO. Or “the guy from Elder”. Here is a recent article from West Cincinnati Catholic Neighbors (Feb 2025) and a great view of his family life. THE LIND FAMILY: A CINCINNATI TRADITION For a city rooted in timeless traditions, time...
